Team Role: Tax

Will joined Geometric Wealth Advisors in 2025. After completing his studies at the College of Charleston, he began his accounting career at SC&H Group. There he discovered a passion for individual tax compliance and strategic tax planning. Will is energized by the continuous learning opportunities inherent in the tax field; the diverse needs of Geometric’s…

Jen joined Geometric Wealth Advisors in 2021, became a Partner in 2025, and leads the firm’s tax team. Jen spent the previous seven years with PricewaterhouseCoopers (PwC) as a Senior Manager, where she worked closely with high-net-worth families on tax compliance and consulting, with a specialization serving private equity professionals. She left Big Four accounting…

Grace joined Geometric Wealth Advisors in 2023. Her tax career began while serving as a Financial Specialist for the United States Air Force, which subsequently led to a role as a Tax Manager serving high- and ultra-high-net-worth clients at Truepoint Wealth Counsel. She joined Geometric to have a greater impact on the tax profiles of…

Angie joined Geometric Wealth Advisors in 2026 and has extensive experience in tax preparation, projections, and comprehensive planning for high-net-worth clients. While many find the world of taxes daunting, Angie enjoys the challenge of making the process as seamless and stress-free as possible for both her clients and her teammates. She joined Geometric to apply…